Two partners

One closes. One files.

Each partner holds at most 40 clients, so every question gets a named reply.

The bookkeeping partner

Ties every account and sends the question list.

Question list · October
1 Transfer of $2,000 on 14 Oct: loan or draw? 2 Two rent payments on 1 Oct: one a deposit? 3 Answered: software renewal is annual

The tax partner

Computes estimates and signs every return.

Ask your agent

Read my September close report from Ledgerhouse and list every expense over $500 with its account.